iShares S&P 500 Index shares owned by Headinvest
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Headinvest
from 13F filings
Historical chart of Headinvest investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Headinvest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 3.0k | 669.36 |
| 2025-06-30 | $1.9M | 3.1k | 620.96 |
| 2025-03-31 | $2.0M | 3.6k | 561.95 |
| 2024-12-31 | $2.2M | 3.8k | 588.73 |
| 2024-09-30 | $2.3M | 3.9k | 576.86 |
| 2024-06-30 | $2.3M | 4.2k | 547.27 |
| 2024-03-31 | $2.0M | 3.8k | 525.77 |
| 2023-12-31 | $1.8M | 3.8k | 477.67 |
| 2023-09-30 | $1.6M | 3.8k | 429.31 |
| 2023-06-30 | $1.7M | 3.8k | 448.07 |
| 2023-03-31 | $1.6M | 3.8k | 411.11 |
| 2022-12-31 | $1.5M | 4.0k | 384.24 |
| 2022-09-30 | $1.5M | 4.1k | 358.64 |
| 2022-06-30 | $1.6M | 4.1k | 379.20 |
| 2022-03-31 | $1.9M | 4.3k | 453.78 |
| 2021-12-31 | $2.0M | 4.3k | 477.07 |
| 2021-09-30 | $1.9M | 4.3k | 430.89 |
| 2021-06-30 | $1.9M | 4.5k | 429.87 |
| 2021-03-31 | $1.5M | 3.9k | 397.83 |
| 2020-12-31 | $1.3M | 3.8k | 336.14 |
| 2020-09-30 | $1.3M | 3.8k | 336.14 |
| 2020-06-30 | $1.2M | 3.8k | 309.80 |
| 2020-03-31 | $1.4M | 4.8k | 284.50 |
| 2019-12-31 | $1.5M | 4.5k | 323.18 |
| 2019-09-30 | $1.4M | 4.8k | 298.51 |
| 2019-06-30 | $1.5M | 5.0k | 294.72 |
| 2019-03-31 | $1.4M | 4.8k | 284.50 |
| 2018-12-31 | $2.5M | 9.9k | 251.58 |
| 2018-09-30 | $1.5M | 5.0k | 292.69 |
| 2018-06-30 | $1.3M | 4.7k | 273.13 |
| 2018-03-31 | $1.3M | 4.7k | 265.47 |
| 2017-12-31 | $1.3M | 4.8k | 268.90 |
| 2017-09-30 | $1.2M | 4.8k | 258.90 |
| 2017-06-30 | $1.2M | 4.8k | 243.48 |
| 2017-03-31 | $1.1M | 4.5k | 237.37 |
| 2016-12-31 | $1.0M | 4.6k | 225.08 |
| 2016-09-30 | $976k | 4.5k | 217.42 |
| 2016-06-30 | $945k | 4.5k | 210.51 |
| 2016-03-31 | $938k | 4.5k | 206.65 |
| 2015-12-31 | $951k | 4.6k | 204.78 |
| 2015-09-30 | $663k | 3.4k | 192.68 |
| 2015-06-30 | $582k | 2.8k | 207.12 |
| 2015-03-31 | $542k | 2.6k | 207.66 |
| 2014-12-31 | $540k | 2.6k | 206.90 |
| 2014-09-30 | $540k | 2.7k | 203.01 |
| 2014-06-30 | $587k | 3.0k | 196.85 |
| 2014-03-31 | $570k | 3.0k | 187.99 |
| 2013-12-31 | $563k | 3.0k | 185.69 |
| 2013-09-30 | $541k | 3.2k | 168.85 |
| 2013-06-30 | $515k | 3.2k | 160.74 |
| 2013-03-31 | $504k | 3.2k | 157.30 |
| 2012-12-31 | $462k | 3.2k | 143.08 |
| 2012-09-30 | $341k | 2.4k | 144.37 |
| 2012-06-30 | $372k | 2.7k | 136.66 |
| 2012-03-31 | $384k | 2.7k | 141.07 |
| 2011-12-31 | $634k | 5.0k | 126.04 |
| 2011-09-30 | $1.1M | 10k | 113.72 |
| 2011-06-30 | $422k | 3.2k | 132.29 |
| 2011-03-31 | $869k | 6.5k | 133.08 |